
Risk Operations Coordinator
2 days ago
The Risk Advisor Assistant plays a vital role in the success of our team, supporting experienced Risk Advisors with daily insurance operations.
- Support the primary Account Manager with day-to-day activities.
- Assist in preparing insurance quotations and proposals.
- Process and input data into web-based systems and CRMs.
- Maintain client records and policy information.
- Prepare and issue certificates of insurance as requested.
- Gather and organize client data for applications.
- Manage billing processes and track documentation.
- Communicate professionally with clients and stakeholders on behalf of the Risk Advisor.
Our ideal candidate will have previous experience in the insurance industry, familiarity with terminology and processes, and proficiency in CRM software.
Key Requirements- Previous experience in the insurance industry.
- Familiarity with insurance terminology.
- CRM software proficiency.
- Opportunity to build valuable skills in the insurance industry.
- Stable, long-term remote position.
- Supportive team environment with training provided.
- Growth potential for high performers.
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